Impact and Effort Matrix Template
Subject: Template

Impact and Effort Matrix Excel Template
Our Impact and Effort Matrix is the ideal tool for prioritising your projects and tasks. This matrix is intended to assist you in visualising the impact of each project or task in relation to the effort required to complete it.
It’s easy to use this matrix: just plot your projects or tasks on the chart based on their estimated impact and effort levels. Tasks with high impact and low effort should be prioritised, while tasks with low impact and high effort can be deferred or reevaluated.
To get you started, our Impact and Effort Matrix includes an example. The example demonstrates how to plot tasks on the chart such as “implement new customer onboarding process” (high impact, high effort) or “update company website” (low impact, low effort).
It is free and easily customizable to meet your specific requirements. This matrix will help you make informed decisions and ensure that you’re using your time and resources effectively, whether you’re leading a team or managing personal projects.
Details
Features
Requirements
Training Information
Images
Features
Here is a list of features for the Impact and Effort Matrix excel template:
Customizable grid: Easily adjust the matrix grid to fit your specific project needs.
Impact and Effort Scoring: Plot your projects or tasks based on their estimated impact and effort levels.
Example Included: The template comes with an example to help you get started and understand how to use the matrix.
User-Friendly Design: The template is designed to be user-friendly and intuitive, making it easy to use even for those with limited excel experience.
Compatible with Microsoft Excel: The template is compatible with Microsoft Excel, making it accessible to a wide range of users.
Free to Download: The Impact and Effort Matrix template is completely free to download, making it a cost-effective solution for project prioritization.
Overall, the Impact and Effort Matrix excel template is a powerful tool for project managers, team leaders, and individuals looking to prioritize their tasks and projects effectively.
Requirements
This template works on any recent Microsoft Excel software, including Office 365.
Training Information
Here is a step-by-step guide on how to complete the Impact and Effort Matrix:
Step 1: Prepare your tasks or projects list. Write down a list of tasks or projects you would like to prioritize.
Step 2: Estimate the impact and effort of each task. Use a scale of 1 to 10 to rate the impact and effort required for each task. The impact score should represent how much the task will affect your desired outcome or goal, while the effort score should represent the resources required to complete the task (e.g. time, manpower, etc.).
Step 3: Open the Impact and Effort Matrix template. The template should have a grid with two axes, one for impact and one for effort.
Step 4: Plot your tasks on the matrix. Based on the impact and effort scores, plot each task on the grid. High impact, low effort tasks should be plotted in the top left corner of the grid, while low impact, high effort tasks should be plotted in the bottom right corner.
Step 5: Make decisions based on the information presented on the matrix. Based on the location of tasks on the matrix, prioritize your tasks and make informed decisions on which tasks to tackle first.
Step 6: Review and update the matrix regularly. As your projects progress and tasks are completed, be sure to review and update the matrix regularly to ensure that it accurately reflects the current status of your projects.
By following these steps, you will have a complete and up-to-date Impact and Effort Matrix to use as a tool for effective project prioritization.
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